More Growth is in the Pipeline for South Bow Shareholders After Our +31% Return

When our clients first became shareholders of South Bow (SOBO) on September 25, 2024, it wasn’t by choice. The new company was a spinoff from TC Energy. To be frank, we weren’t expecting much. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in South Bow as shareholders.) Expanding SOBO’s Keystone pipeline […]

Maple Leaf Foods’ Shareholders are Tasting an 80% Gain This Year

To my surprise, Maple Leaf Foods (“MFI”) has been our strongest performer this year, up nearly 80%. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in MFI as shareholders.) On February 26, 2024, we started buying MFI for clients at $22.82. At the time, the stock was about as unpopular […]